Nvidia: Three reasons why we are not selling
Nvidia has been in the World Stars portfolio for over 18 months and it has now become our largest position following its 215% rise year-to-date. 
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Turkish corporate bonds – A fundamental opportunity
The macro backdrop in Turkey has been challenging with elevated inflation, balance of payments concerns and presidential elections, which has resulted in significant asset volatility
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Artificial Intelligence: The next computing paradigm
We recently wrote about ChatGPT, the first ‘killer’ app showcasing the power of generative artificial intelligence. ChatGPT had been hailed a revolution and while it
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Commentary
The Golden Path
This time last year we were in the midst of the storm caused by US Feds raising interest rates from close to nothing to normal
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Commentary
J. Stern & Co. August update
This time last year we were in the midst of the storm caused by US Feds raising interest rates from close to nothing to normal
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Commentary
Investment Commentary
“The basis of successful investing is the thoughtful analysis of the fundamentals “ Philip Fisher Our World Stars Global Equity strategy has done well this
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